[Hiring] Select Commercial Lines Account Manager @Patra Corporation

Role Description

The Commercial Lines Account Manager needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills as well as having a solid Commercial Lines insurance knowledge base and Property & Casualty license in this work from home position. The Account Manager serves as the primary contact and liaison with clients; ensures ongoing consistency as well as managing the day-to-day servicing, renewals, and new business. Our commitment is to provide positive and quality customer service in all areas, ensuring timely delivery, and accuracy of work/service provided. The Account Manager will manage proactively and efficiently an agreed upon book of business and utilize India team to support while adhering to Patra Select servicing standards.

• Develop and maintain relationships with clients, carriers, team members, India team and Implementation Consultants.
• Service and manage all aspects of customer service for clients in accordance with both Patra and agency procedures.
• Provide monthly recaps to agencies by 10th of each month to main agency contact and Manager.
• Ensure expiration lists are in SharePoint utilizing correct template and format.
• Manage retention for service center, non-service center and surplus lines, as it applies.
• Promote growth of existing book through account rounding and new business.
• Adhere to Patra Select Servicing Standards for all aspects of managing book of business.
• Maintain clients and policies in agency management system including tasks/activities, attachments, initiating email, etc. in accordance with both Patra and agency procedures.
• Utilize India team for all workflows in place for specific agency.
• Make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs, and provide clarification and definitions as required.
• Deliver strong customer service by responding within 48 hours to inquiries, concerns, emails, and faxes, and returning phone calls same day.
• Stay abreast of current market conditions and technical knowledge of products and tools available.
• Use deductive reasoning and critical thinking in work processes and communication skills.
• Identify and communicate to Manager any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue.
• Maintain a paperless workflow for both Patra and agency.
• Other duties as assigned.

Qualifications

• 3 to 5+ years of Commercial Lines Retail Insurance Experience.
• Active Property & Casualty Insurance License.
• High School Diploma or equivalent.
• Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No satellite.

Requirements

• Superior organizational skills.
• Highly detailed.
• Understand customer challenges and partner with them to find solutions.
• Self-Starter.
• Excellent verbal and written communication skills.
• Excellent computer/internet/Microsoft skills.
• Patience and eagerness to be culturally effective with offshore (India based) employees.

Work Standards

• Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations.
• Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility and value for safety and respect.
• Communicates concerns.
• Uses and promotes safe respectful behaviors based on training and lessons learned.
• Subject to and expected to comply with all applicable Patra Corp policies and procedures.

Equal Employment Opportunity

Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.